Automation jira service to jira software

Juan Carlos Cardenas Padilla September 3, 2022

Good day

I want to create an automation between jira services and jira software, the case is as follows:

I want that when I go from level 2 to escalation to development in a service flow, it automatically creates an issue in a specific project when the component is selected.

 

this is my automation scheme.

 

Captura de pantalla 2022-09-03 083433.png

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Petter Gonçalves
Atlassian Team
Atlassian Team members are employees working across the company in a wide variety of roles.
September 5, 2022

Hello @Juan Carlos Cardenas Padilla

Thank you for reaching out.

The automation you created seems to be correct, so I would check the following steps to find possible blockers:

  1. The automation client act in the same way as any other users in the application. That being said:
    1. Confirm that the same issue type (tipo de incidencia) is available in the project CRF. JSM and Jira Software usually have different issue types, so make sure the issue type selected exists on both projects, or select a different one in your Jira automation:
      Screen Shot 2022-09-05 at 5.13.04 PM.png
    2. Confirm that you can manually create an issue in project CRF with the relevant issue type, checking if there are any required fields in the create page as this would block the automation. If that's the case, you can either set the required field as optional or set your automation to automatically fill that field.
    3. Check if there are any validators in the respective workflow of project CRF for the relevant issue type.
  2. In your rule details, check the following:
    1. In the field "Scope", confirm that both projects are listed, as this automation will run conditions in one project and actions in the other one.
    2. Check what is the actor of the rule. Usually, the actor "Automation for Jira" have the proper permissions to execute the issue creation, however, you must confirm the user has the correct project permissions to create issues if you selected a different one.
      Screen Shot 2022-09-05 at 5.19.26 PM.png

If those troubleshooting steps didn't work for you, please provide us with the error returned in the audit log of your automation rule so we can further troubleshoot. You can find that menu below the "rule details", as displayed in the screenshot above.

Thanks!

Juan Carlos Cardenas Padilla September 6, 2022

Good morning, make the configuration, now I need the user assigned the example crf component to be assigned the incident automatically. because when the issue arrives it is not assigned to anyone.

In the component field, all users have one assigned, so for each component they choose, it is assigned in the automatic project.
how is the configuration done?

 

COMPONENT 

Captura de pantalla 2022-09-06 115743.png

 

As soon as the creation of the case from JSM to Jira software is done, it is not assigned to the user who owns the component.

For what is this ?

Captura de pantalla 2022-09-06 115343.png

Petter Gonçalves
Atlassian Team
Atlassian Team members are employees working across the company in a wide variety of roles.
September 6, 2022

Hey @Juan Carlos Cardenas Padilla

Per your description, I understand you need that new issues created to get automatically assigned to specific users if they have a specific component. Is that correct?

If I understood it properly, you can simply add a condition to confirm the component field and a new action to add the correct assignee in your automation, as in the example below:

Screen Shot 2022-09-06 at 5.47.01 PM.png

Let us know if you have any questions.

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